|
1
|
Forum Financial Management
Lombard,
Illinois
|
$406M
|
+$7.34M
|
+269,488
|
+2%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$107M
|
+$27.1M
|
+995,412
|
+37%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$100M
|
+$9.72M
|
+356,674
|
+11%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$76.2M
|
+$71.9M
|
+2,639,064
|
New
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$62.7M
|
+$59.2M
|
+2,171,563
|
New
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$59.1M
|
-$1.13M
|
-41,612
|
-2%
|
|
|
7
|
Brighton Jones LLC
Seattle,
Washington
|
$50.5M
|
+$2.81M
|
+103,002
|
+6%
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$44.6M
|
+$265K
|
+9,713
|
+0.6%
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
$33.2M
|
+$4.93M
|
+180,924
|
+19%
|
|
|
10
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$27.7M
|
-$4M
|
-146,906
|
-13%
|
|
|
11
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$26.7M
|
+$24.6M
|
+904,321
|
+4,650%
|
|
|
12
|
Quantum Financial Advisors
El Segundo,
California
|
$23.8M
|
-$439K
|
-16,132
|
-2%
|
|
|
13
|
RS Crum Inc
Newport Beach,
California
|
$22.5M
|
+$2.73M
|
+100,179
|
+15%
|
|
|
14
|
Summit Financial Strategies
Columbus,
Ohio
|
$19.9M
|
+$1.11M
|
+40,815
|
+6%
|
|
|
15
|
Index Fund Advisors
Irvine,
California
|
$19.9M
|
+$818K
|
+30,027
|
+5%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19.3M
|
+$6.53M
|
+239,643
|
+56%
|
|
|
17
|
WPWealth
Fort Worth,
Texas
|
$19.3M
|
+$1.49M
|
+54,653
|
+9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$19M
|
+$80.4K
|
+2,952
|
+0.4%
|
|
|
19
|
Arax Advisory Partners
Denver,
Colorado
|
$16.8M
|
-$279K
|
-10,258
|
-2%
|
|
|
20
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$16.6M
|
+$1.82M
|
+66,913
|
+13%
|
|
|
21
|
Creative Capital Management Investments
San Diego,
California
|
$16.6M
|
+$1.7M
|
+62,428
|
+12%
|
|
|
22
|
|
$14.8M
|
+$8.56M
|
+314,093
|
+157%
|
|
|
23
|
Integris Wealth Management
Monterey,
California
|
$14.5M
|
-$105K
|
-3,867
|
-0.8%
|
|
|
24
|
Planning Center Inc
Moline,
Illinois
|
$14.1M
|
-$60.1K
|
-2,208
|
-0.4%
|
|
|
25
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$13.4M
|
-$192K
|
-7,061
|
-2%
|
|
